Richard Mccallister is a CFP® professional with 33 years of experience in the financial services industry. He is currently affiliated with PlanMember Securities Corporation and leads Palos Verdes Practice Management, Inc., a firm focused on managing financial practices. He also serves as an insurance agent for McCallister Financial Group, where he handles fixed annuities and life insurance products. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

Michael Mc Callister is a financial advisor with PlanMember Securities Corporation and holds a Series 65 designation. He has recent experience working at McCallister Financial Group and Palos Verdes Practice Management. Prior to his advisory roles, his work history includes Deloitte and positions in education. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary oversight, participant investment options, and educational support. The firm employs a top-down strategic asset allocation process with risk-based mutual fund portfolios and utilizes third-party custodians while maintaining dual registration as a broker-dealer and investment adviser.